FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 400 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $168,204 | -24.2% | 10,539 | -20.6% | 0.07% | -37.3% |
| Q3 2022 | $222,000 | -14.0% | 13,273 | -11.5% | 0.12% | -22.4% |
| Q2 2022 | $258,000 | -42.8% | 14,991 | -36.7% | 0.15% | -36.9% |
| Q1 2022 | $451,000 | +93.6% | 23,700 | +106.4% | 0.24% | +107.8% |
| Q4 2021 | $233,000 | +23.3% | 11,480 | +16.0% | 0.12% | -11.5% |
| Q3 2018 | $189,000 | 0.0% | 9,900 | 0.0% | 0.13% | -9.7% |
| Q2 2018 | $189,000 | -56.5% | 9,900 | -55.6% | 0.14% | -60.4% |
| Q1 2018 | $434,000 | -2.7% | 22,300 | 0.0% | 0.37% | +11.9% |
| Q4 2017 | $446,000 | – | 22,300 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,209,539 | $23,054,000 | 14.88% |
| Flaharty Asset Management, LLC | 921,522 | $17,564,000 | 7.06% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,473,032 | $47,136,000 | 4.79% |
| Summit Financial Wealth Advisors, LLC | 845,259 | $16,161,000 | 4.27% |
| Wills Financial Group, Inc. | 316,874 | $6,039,000 | 4.10% |
| Quad-Cities Investment Group, LLC | 232,177 | $4,426,000 | 4.02% |
| WESPAC Advisors, LLC | 263,417 | $5,021,000 | 3.47% |
| HCR Wealth Advisors | 590,410 | $11,253,000 | 3.23% |
| Jaffetilchin Investment Partners, LLC | 723,999 | $13,799,000 | 3.06% |
| Aspen Investment Management Inc | 211,017 | $4,022,000 | 2.81% |